+72.8%
BHP vs NVMI
+207.9%
-135.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -1.2% | -8.4% | +7.2% | +0.4% |
| 3M | +1.2% | -33.6% | +34.8% | +9.1% |
| 6M | +21.4% | -14.7% | +36.1% | +24.0% |
| YTD | +50.4% | +13.2% | +37.2% | +45.9% |
| 1Y | +67.5% | +29.0% | +38.5% | +58.2% |
| 3Y | +72.8% | +215.0% | -142.2% | +33.0% |
| All | +72.8% | +207.9% | -135.0% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling